PipeDrive Workflow Automation: Disposition(s) to Send Email

Beaujean Betouliere Beaujean Betouliere

The Basics

Kixie sets call dispositions in all CRMs as tasks or activities. This means you and your team save time and energy with automations triggered by your call dispositions. 

In the following video, you will see an example of a PipeDrive automation (sending a pre-fixed email) that is triggered by a call disposition (connected) from the Kixie PowerCall dialer. 


Question: How does this automation help me?

  • You reduce human error and save the time it takes to send out emails individually.